Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,495 | $71,215+18.6% | $93,696-9.8% | $80,935+4.4% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.7%-67.7pp |
| Annual return | 7.99% | 11.27%-3.3pp | 133.74%-125.8pp | 35.66%-27.7pp |
| Employer contribution / active EE | $1,164 | $1,565-25.6% | $2,422-51.9% | $2,757-57.8% |
| Participant deferral / active EE | $3,554 | $4,037-12.0% | $4,417-19.5% | $4,299-17.3% |
| Admin fee / account holder | $2,282 | $6,958-67.2% | $8,287-72.5% | $6,924-67.0% |